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American Financial Network Advisory Services’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

American Financial Network Advisory Services’s Portfolio FNDA Stock Details FNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-162
Closed -$3K – 696
2017
Q3 		$3K Buy
+162
New +$2.81K ﹤0.01% 652

Other funds holding FNDA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
DPA
Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
OA
Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return

American Financial Network Advisory Services's FNDA Position: Q4 2017 in Review

American Financial Network Advisory Services sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2017, closing a stake of 162 shares — an estimated $3K sold.

American Financial Network Advisory Services first reported a position in FNDA in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 104 funds tracked by Wall St. Rank hold FNDA as of Q4 2017.

  • American Financial Network Advisory Services reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q4 2017 after selling out during the quarter.
  • American Financial Network Advisory Services sold 162 Schwab Fundamental US Small Company Index ETF shares in Q4 2017, an estimated $3K.
  • American Financial Network Advisory Services first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2017 and held it in 1 quarter.
  • American Financial Network Advisory Services's Schwab Fundamental US Small Company Index ETF position peaked at $3K in Q3 2017.
  • 104 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2017.

Based on American Financial Network Advisory Services's 13F filing for Q4 2017, filed 2 Jan 2018.